Cyndeo Wealth Partners, LLC
ST. PETERSBURG FL · SEC CIK 0001950947
$21.39亿2026Q2 申报市值
517持仓数
22.2%前十大占比 · 第一大 3.4%
51 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$2,092.33万
AMAT 加仓+$574.49万
PDI 加仓+$513.74万
BIL 加仓+$494.91万
WMB 加仓+$447.57万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,576.28万
HCA 清仓-$418.55万
AA 清仓-$407.19万
RTX 减仓-$332.86万
BAI 减仓-$298.53万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $1,544.20万 | 0.72% | 38,880 | 1,396 | 3.7% | $55.45万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $1,548.84万 | 0.72% | 927,452 | 307,630 | 49.6% | $513.74万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $1,555.29万 | 0.73% | 20,827 | -606 | -2.8% | -$45.25万 | 减仓 |
| HD | HOME DEPOT INC | $1,644.63万 | 0.77% | 46,632 | 1,009 | 2.2% | $35.59万 | 加仓 |
| CSCO | CISCO SYS INC | $1,668.78万 | 0.78% | 142,072 | 8,245 | 6.2% | $96.85万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,721.54万 | 0.80% | 225,333 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1,723.53万 | 0.81% | 113,765 | 1,026 | 0.9% | $15.54万 | 加仓 |
| ORCL | ORACLE CORP | $1,724.16万 | 0.81% | 117,650 | 3,274 | 2.9% | $47.98万 | 加仓 |
| PHYS | SPROTT PHYSICAL GOLD TR | $1,759.08万 | 0.82% | 583,054 | 19,956 | 3.5% | $60.21万 | 加仓 |
| META | META PLATFORMS INC | $1,823.15万 | 0.85% | 32,366 | -919 | -2.8% | -$51.77万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,865.75万 | 0.87% | 247,086 | -734 | -0.3% | -$5.54万 | 减仓 |
| IVV | ISHARES TR | $1,940.16万 | 0.91% | 25,907 | 1,330 | 5.4% | $99.60万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,988.25万 | 0.93% | 78,287 | -3,056 | -3.8% | -$77.61万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,018.30万 | 0.94% | 234,304 | 3,124 | 1.4% | $26.91万 | 加仓 |
| XOM | EXXON MOBIL CORP | $2,092.33万 | 0.98% | 153,038 | 153,038 | — | $2,092.33万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $2,100.23万 | 0.98% | 469,326 | 21,512 | 4.8% | $96.27万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2,101.93万 | 0.98% | 419,129 | 15,684 | 3.9% | $78.66万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $2,122.76万 | 0.99% | 1,112,557 | 41,774 | 3.9% | $79.70万 | 加仓 |
| IGIB | ISHARES TR | $2,127.52万 | 0.99% | 400,135 | 15,072 | 3.9% | $80.14万 | 加仓 |
| LLY | ELI LILLY & CO | $2,150.18万 | 1.01% | 17,927 | -41 | -0.2% | -$4.92万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $2,171.69万 | 1.02% | 872,866 | 32,949 | 3.9% | $81.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $2,535.68万 | 1.19% | 77,465 | -39 | -0.1% | -$1.28万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $2,584.08万 | 1.21% | 1,239,068 | 34,249 | 2.8% | $71.43万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,971.53万 | 1.39% | 62,222 | 1,972 | 3.3% | $94.18万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,015.13万 | 1.41% | 662,811 | 17,500 | 2.7% | $79.61万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,108.22万 | 1.45% | 102,541 | 5,583 | 5.8% | $169.23万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $3,131.13万 | 1.46% | 1,157,535 | 24,786 | 2.2% | $67.05万 | 加仓 |
| GOOGL | ALPHABET INC | $3,377.66万 | 1.58% | 94,514 | -6,808 | -6.7% | -$243.30万 | 减仓 |
| ABBV | ABBVIE INC | $3,452.78万 | 1.61% | 137,211 | 305 | 0.2% | $7.68万 | 加仓 |
| AMZN | AMAZON COM INC | $4,755.42万 | 2.22% | 199,523 | 4,287 | 2.2% | $102.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,343.79万 | 2.97% | 317,047 | 1,932 | 0.6% | $38.66万 | 加仓 |
| AVGO | BROADCOM INC | $6,449.21万 | 3.01% | 170,727 | 733 | 0.4% | $27.69万 | 加仓 |
| AAPL | APPLE INC | $6,752.73万 | 3.16% | 233,368 | 7,550 | 3.3% | $218.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,175.94万 | 3.35% | 192,374 | -210 | -0.1% | -$7.83万 | 减仓 |